Excel & Word Project Tracker Templates
Budget: $30 – $250 AUD
I’m looking for a lightweight yet robust set of templates built only in Excel and Word. The first deliverable—and my main focus right now—is a project tracker I can update myself after hand-over. It must let me assign tasks, follow progress, and flag upcoming deadlines.
I want the same information surfaced three ways:
• a clean table for quick data entry,
• an at-a-glance dashboard, and
• a simple Gantt-style timeline.
Formulas, conditional formatting, slicers, and data validation are fine; no VBA or other code.
I also need journey-map, Kanban, templates.
Deliverables
– One Excel workbook linking the table, dashboard, and Gantt views.
– A concise Word guide explaining how to add tasks, adjust dates, and toggle reminders.
Acceptance criteria
1. Works out of the box in Microsoft 365 with no add-ins.
2. Reminders, status colours, and percent-complete fields function without editing code.
3. Layout and conditional formatting stay intact when rows are added or deleted.
If you have sample trackers in a similar style, feel free to point me to them; it will speed up our discussion.
I want the same information surfaced three ways:
• a clean table for quick data entry,
• an at-a-glance dashboard, and
• a simple Gantt-style timeline.
Formulas, conditional formatting, slicers, and data validation are fine; no VBA or other code.
I also need journey-map, Kanban, templates.
Deliverables
– One Excel workbook linking the table, dashboard, and Gantt views.
– A concise Word guide explaining how to add tasks, adjust dates, and toggle reminders.
Acceptance criteria
1. Works out of the box in Microsoft 365 with no add-ins.
2. Reminders, status colours, and percent-complete fields function without editing code.
3. Layout and conditional formatting stay intact when rows are added or deleted.
If you have sample trackers in a similar style, feel free to point me to them; it will speed up our discussion.
Related categories:
Visual Basic
Project Management
Data Entry
Excel
Word
Documentation
Data Visualization
Microsoft 365